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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,260 | $142,361-27.5% | $119,608-13.7% | $134,509-23.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.84% | -12.46%-3.4pp | -14.98%-0.9pp | 418.13%-434.0pp |
| Employer contribution / active EE | $1,857 | $5,224-64.5% | $4,232-56.1% | $4,741-60.8% |
| Participant deferral / active EE | $12,821 | $6,468+98.2% | $5,601+128.9% | $6,400+100.3% |
| Admin fee / account holder | $500 | $13,588-96.3% | $10,326-95.2% | $11,427-95.6% |